OWNB vs VYM

OWNB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricOWNBVYMWinner
Expense Ratio0.85%0.04%
AUM$14M$81.6B
Dividend Yield1.10%2.24%
Holdings26616
YTD Return-26.77%+16.42%
1Y Return-45.68%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)49.7%14.6%
Max Drawdown-59.5%-58.8%
Fund FamilyBitwiseVanguard (US)
CategoryEquityEquity
InceptionMar 10, 2025Nov 10, 2006

OWNB vs VYM Performance

Bitwise Bitcoin Standard Corporations ETF (OWNB) is a ETF from Bitwise and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OWNB returned -45.68% while VYM returned +24.22%. Year to date, OWNB is down 26.77% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

OWNB has been the more volatile fund, with annualized monthly volatility of 49.7% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -59.5% for OWNB and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OWNB charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, OWNB currently yields 1.10% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

OWNB and VYM share 0 holdings out of 629 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, OWNB or VYM?

OWNB has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, OWNB or VYM?

Over the past year OWNB returned -45.68% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), OWNB annualized -18.20% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, OWNB or VYM?

OWNB has been the more volatile fund at 49.7% annualized versus 14.6% for VYM. Worst drawdown: OWNB -59.5% vs VYM -58.8%.

Should I hold both OWNB and VYM?

OWNB and VYM have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OWNB and VYM?

OWNB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 629 unique securities.

Which pays a higher dividend, OWNB or VYM?

OWNB yields 1.10% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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